Wait for first rate cut announcement, I will visit this video again. Saving it. :)

I was missing one piece of the puzzle when market started ralling in 2023 despite looking at fed balance sheet and TGA. It was the mechanism of RRP that fueling the rally. It started to make sense now. Thank you Paaji 🙏

@IndraanilGuha

2 ай бұрын

Many thanks... glad you found the video useful

Invaluable video!! Thanks for sharing.

@IndraanilGuha

4 ай бұрын

Glad you liked the content

Very valuable contents 🙏

@IndraanilGuha

2 ай бұрын

Many many thanks for the kind words... really glad you liked the video

cleared many of my doubts.... thank u sir...

@IndraanilGuha

4 ай бұрын

Glad you liked the content

wonderful insights.

@IndraanilGuha

4 ай бұрын

Glad you liked the content

Wonderful content, cleared lot of doubts. Pl keep it up

@IndraanilGuha

3 ай бұрын

Many thanks... glad you liked the content

Well explained. Learned a lot which i thought never able to understand.

@IndraanilGuha

4 ай бұрын

Glad you liked the content

Sooper content… Now three months almost completed, RRP outflow stopped?

Absolutely loved the video!

@IndraanilGuha

3 ай бұрын

Many thanks... glad you liked the content

Thanks a lot.. I am not a finance professional..But .so glad that I understood all the concepts you explained clearly 🎉

@IndraanilGuha

Ай бұрын

Many many thanks...glad you liked the video

Very well explained!

@IndraanilGuha

4 ай бұрын

Glad you liked the content

Thank you sir for sharing this invaluable knowledge 🙏🙏.

@IndraanilGuha

Ай бұрын

Many many thanks ... glad you liked the video

Thank you sir for sharing valuable content! Please do more such interesting content

@IndraanilGuha

4 ай бұрын

You're welcome! Stay tuned for more valuable and interesting content.

Thank you for such a nice Video.

@IndraanilGuha

3 ай бұрын

Many Thanks... Glad you liked the content

Amazing wisdom

@IndraanilGuha

3 ай бұрын

Many thanks... glad you liked the content

Nicely explained informative video

@IndraanilGuha

3 ай бұрын

Many thanks... glad you liked the content

Keep creating such informative videos Dada !!!🎉🎉❤❤

@IndraanilGuha

4 ай бұрын

Glad you liked the content

Subscribed

@IndraanilGuha

4 ай бұрын

Thank You

Loved it

@IndraanilGuha

2 ай бұрын

Many thanks... glad you liked the video!

Amazing ! But Complicated and Long. Can you make one short summary of this video plz ?

@IndraanilGuha

3 ай бұрын

Please, consider going through this video, where I have also included a 2-minute summary right at the beginning: kzread.info/dash/bejne/Zpylrc9wma_JdNY.html

brilliant video! thanks! a question. you said Money is overflowing from RRP to bond market then how equity market are getting liquidity? thanks in advance

@IndraanilGuha

3 ай бұрын

Many thanks... glad you liked the content! We have featured this question and my response to the same in a dedicated Q&A video that we just finished recording as a follow-up to this video. The Q&A video is now available at: kzread.info/dash/bejne/q5Vhxpqkg6ngdKg.html Many thanks once again for this really incisive question!

Brilliant video and my time Well spent on this. Well, net Fii flows have been negative over the last 12 months+ so the inflows had anyway dried up. Secondly, it will be interesting to see how the composition of fii, dii, promoters and retail has changed in the last 1 year. Let me check that. Finally, the last few min of ur vid indicates an upcoming pivotal change so thanks for raising caution as it really helps retailers. ❤

@IndraanilGuha

4 ай бұрын

Glad you liked the content

@IndraanilGuha

3 ай бұрын

Mr. Pai, many thanks... glad you liked to video, and many thanks for sharing your observations... I have provided a limited take from my side on the issue of inflows from FIIs v/s DIIs in a dedicated Q&A video that we just finished recording as a follow-up to this video. The Q&A video is now available at: kzread.info/dash/bejne/q5Vhxpqkg6ngdKg.html Many thanks once again for your really incisive observations and feedback!

Make a video about metacaps thought process objective, working & performance compare to existing smallcases/benchmarks reffering to market conditions. I visited website but not getting clear idea

@IndraanilGuha

Ай бұрын

I refrain from talking too much about what we do at metacaps.ai because I don't want to come across as trying to sell anything on my channel, but since you asked, at metacaps.ai, we offer a bunch of proprietary investment strategies to our paying customers, which involve continuously moving the portfolio between equity and debt funds, based on our market outlook. We tend to have a high equity exposure in our client portfolios when liquidity conditions are easy and reduce equity exposure in our client portfolios as and when liquidity conditions start to tighten. This approach has helped us reliably sidestep large equity market corrections in the past! However, when such rebalancing is carried out at frequent intervals using mutual funds and/or ETFs and/or direct stocks, the resulting gains attract taxation basis the rates applicable for “short term capital gains”, which are significantly higher than the tax rates applicable in case of “long term capital gains”. Hence we do NOT use mutual funds and/or ETFs and/or direct stocks for executing our investment strategies. Instead we use a new breed of very low-cost ULIPs called “Zero-Allocation Charge ULIPs”, which have an expense ratio that is lower than that of mutual funds for executing our proprietary investment strategies. If you are interested to know more about these strategies and about the low-cost ULIPs we use for executing the strategies then you can email / WhatsApp us on the email address / WhatsApp number provided in the description of the video.

Hi Mr Guha 2 questions - 1) This vdo explains why FIIs have been net sellers for last few months . Indian mkts have been riding on local participation. Now even if RRP depletes how will that result in markets going down . 2) What could be the impact of int reducton by FED sometime in July or is this already discounted by markets. Thx

@IndraanilGuha

2 ай бұрын

1) Great point... domestic flows (especially those from SIP investors) have indeed served as a big cushion for Indian markets. These flows are now at a staggering 19,000 crores+ per month, and have helped shield our markets from the adverse impact of relentless selling by FII between 2021 and 2023. But we should NOT overstate the importance of domestic flows... there is a growing feeling, I believe amongst analysts in India that the scale of domestic flows are now so large that Indian markets are now arguably completely insulated from the adverse impacts of any risk-off events in global markets... and this is where I tend to strongly disagree with the emerging consensus. I do agree that thanks to our strong domestic flows, selling by FIIs will NOT cause the sort of drawdowns in Indian markets anymore that we saw back in 2008, when FIIs selling just about 40 - 50,000 crores worth of shares led to the NIFTY collapsing by a staggering 60%. Having said, I don't think our domestic flows are so material that Indian markets would be insulated from the adverse impacts as and when, let's say the US economy goes into a recession and there is a large correction US markets as a result of that. I have delved into this to some extent in an earlier Q&A video, which is available at: kzread.info/dash/bejne/q5Vhxpqkg6ngdKg.html (watch from 08:11) I will try to record and post a dedicated video on this topic in the near future explaining the nuances in greater details 2) I have already recorded and shared a dedicated video on the possible impact on markets as and when Fed starts to cut rates. The same is available at: kzread.info/dash/bejne/mJaFwZakkbbLfdI.html

Very informative video. Currently at 4% up yield of US 10 y Bonds, why liquidity is not shifting from equity to debt ?

@pepsi744

2 ай бұрын

Not attractive enough

Indian stock market also has inflows from DII (mutual fund house, retail investor). Whats your view on them? can they keep the rally going

@IndraanilGuha

3 ай бұрын

Mr. Gupta, many thanks for asking this question... we have featured this question and my response to the same in a dedicated Q&A video that we just finished recording as a follow-up to this video. The Q&A video is now available at: kzread.info/dash/bejne/q5Vhxpqkg6ngdKg.html Many thanks once again for this really incisive question!

@IndraanilGuha

3 ай бұрын

@IndraanilGuha 4 minutes ago Mr. Gupta, many thanks for asking this question... we have featured this question and my response to the same in a dedicated Q&A video that we just finished recording as a follow-up to this video. The Q&A video is now available at: kzread.info/dash/bejne/q5Vhxpqkg6ngdKg.html Many thanks once again for this really incisive question!

Do you think ending of BTFP on 11th march will end the rally ?

@IndraanilGuha

3 ай бұрын

Mr. Bahl, many thanks for asking this question... we have featured this question and my response to the same in a dedicated Q&A video that we just finished recording as a follow-up to this video. The Q&A video is now available at: kzread.info/dash/bejne/q5Vhxpqkg6ngdKg.html Many thanks once again for this really incisive question!

Sir .. if the liquidity is staying in the markets in some form or the other then whats causing the US infkation to come down .. aftet all the money supply got cut from one side and then enhanced from another

@IndraanilGuha

8 күн бұрын

Two reasons: 1. Aggregate demand is slowing down rapidly... one important reason for that is all the stimulus money that US government put into the accounts of those who were adversely impacted by COVID as a relief measure has now been spent 2. Supply side constraints (especially supplies from China) have almost entirely normalised